See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,096 | $202,432-2.6% | $169,368+16.4% | $139,434+41.4% |
| Participation rate | 95.2% | 81.1%+14.2pp | 77.1%+18.1pp | 80.3%+14.9pp |
| Annual return | 12.18% | 531.74%-519.6pp | 405.60%-393.4pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,913 | $4,692-59.2% | $4,013-52.3% | $4,751-59.7% |
| Participant deferral / active EE | $5,415 | $6,938-22.0% | $6,221-13.0% | $6,710-19.3% |
| Admin fee / account holder | $5,790 | $10,708-45.9% | $9,003-35.7% | $11,403-49.2% |